TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12K ﹤0.01%
+113
752
$12K ﹤0.01%
2,000
753
$11K ﹤0.01%
+90
754
$11K ﹤0.01%
15
755
$11K ﹤0.01%
100
756
$11K ﹤0.01%
1,060
757
$11K ﹤0.01%
400
758
$11K ﹤0.01%
+94
759
$11K ﹤0.01%
+146
760
$11K ﹤0.01%
+1,000
761
$11K ﹤0.01%
+108
762
$11K ﹤0.01%
109
763
$11K ﹤0.01%
200
764
$11K ﹤0.01%
1,862
765
$11K ﹤0.01%
300
766
$11K ﹤0.01%
+48
767
$11K ﹤0.01%
+149
768
$11K ﹤0.01%
+103
769
$11K ﹤0.01%
327
770
$10K ﹤0.01%
468
771
$10K ﹤0.01%
300
772
$10K ﹤0.01%
165
-59
773
$10K ﹤0.01%
183
774
$10K ﹤0.01%
125
775
$10K ﹤0.01%
+86
29 30
31
32 33